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Portfolio (Quarterly) Guide ↗

Kingdom Financial Group LLC.

· CIK 0001962236
13F Portfolio $349M AUM 865 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 221 New 224 Added 208 Reduced 80 Exited
Page 10 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 46.0 $457.0 NEW $9.93 +8.9%
182 CHTR CHARTER COMMUNICATIONS INC Communication Services 2.0 $432.0 NEW $216.00 -39.2%
183 MILLROSE PPTYS INC 15.0 $420.0 NEW $28.00
184 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 53.0 $364.0 NEW $6.87 +34.2%
185 LUMN LUMEN TECHNOLOGIES INC Communication Services 47.0 $327.0 NEW $6.96 -9.7%
186 WAT WATERS CORP Healthcare 1.0 $298.0 NEW $298.00 +26.9%
187 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 16.0 $239.0 NEW $14.94 +25.2%
188 APLD APPLIED DIGITAL CORP Technology 9.0 $218.0 NEW $24.22 +6.5%
189 SCHB SCHWAB STRATEGIC TR 6.0 $151.0 NEW $25.17 +14.2%
190 VSNT VERSANT MEDIA GROUP INC Industrials 3.0 $111.0 NEW $37.00 -1.8%
191 STLD STEEL DYNAMICS INC Basic Materials $79.0 NEW
192 LNTH LANTHEUS HLDGS INC Healthcare 1.0 $76.0 NEW $76.00 +41.6%
193 OGN ORGANON & CO Healthcare 11.0 $66.0 NEW $6.00 +125.3%
194 ESEA EUROSEAS LTD Industrials $31.0 NEW
195 IAK ISHARES TR $29.0 NEW
196 RIO RIO TINTO PLC Basic Materials $29.0 NEW
197 BNTX BIONTECH SE Healthcare $28.0 NEW
198 DINO HF SINCLAIR CORP Energy $17.0 NEW
199 UFOX ETF SER SOLUTIONS $15.0 NEW
200 FDIS FIDELITY COVINGTON TRUST $12.0 NEW
Page 10 of 12  ·  221 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.6%
Financial Services 19.5%
Industrials 18.4%
Utilities 9.6%
Healthcare 4.8%
Energy 4.7%
Consumer Defensive 4.2%
Real Estate 3.8%
Consumer Cyclical 3.3%
Communication Services 2.7%